Ron Muhlenkamp Interview - Forbes Intelligent Investing

 A nice interview where Ron talks about how stocks are for sale - there's a point where he makes a telling statement about being worried about redemptions from clients, even though he's convinced returns in 4-5 years on things like Cisco has very high positive expectation.

http://video.forbes.com/fvn/inidaily/ini-fullvideo-ron-muhlenkamp-cadillac-mutual-funds-recession?feed=rss_markets_intelligentinvesting%3f